Playing Captain – Wealth Management Talent Leads HR Solutions

The Corporate Institute; Hinoba-an; On-site; PHP 4,378,000 - 7,505,000; Full time

Benefits offered by this job

Entrepreneurial freedom

Open-architecture platform

Performance incentives

Collaborative environment

Job summary

The Corporate Institute is seeking a high-caliber wealth management leader to drive revenue growth and mentor a team of relationship managers. This role targets HNI/UHNI client coverage with a focus on strategic business development across a growing wealth platform in India.

The ideal candidate brings a track record of managing major client relationships, deep capital markets knowledge, and an entrepreneurial, client-centric mindset to build bespoke wealth solutions.

Qualifications

• 10-15 years of experience in wealth management or private banking
• Proven track record of managing HNI / UHNI client relationships
• Strong understanding of capital markets and investment products
• Self-driven, ethical and client centric with an entrepreneurial mindset

Responsibilities

• Manage 3-8 RMs
• Drive team revenue
• Acquire large clients
• Mentor RMs
• Monitor pipeline and conversions
• Join one of India's fastest growing wealth management platforms

Skills

Wealth management

Team leadership

Client relationship management

Business development

Mentoring

Pipeline management

Job description

Description:

Main Responsibility:

• Manage 3-8 RMs
• Drive team revenue
• Acquire large clients
• Mentor RMs
• Monitor pipeline and conversions
• Join one of India's fastest growing wealth management platforms

What We Offer:

• Entrepreneurial freedom to structure bespoke wealth solutions for HNI & UHNI clients
• Access to Wealth's curated, open-architecture platform, offering third-party PMS, AIFs, MLDs, structured products, and research
• Competitive compensation with performance linked incentives
• A Collaborative, merit driven environment with strong institutional support

Ideal Candidate Profile:

• 10-15 years of experience in wealth management or private banking
• Proven track record of managing HNI / UHNI client relationships
• Strong understanding of capital markets and investment products
• Self-driven, ethical and client centric with an entrepreneurial mindset